The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 13 | 321 | SH | SOLE | 321 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 483 | 36,120 | SH | SOLE | 36,120 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 541 | 30,279 | SH | SOLE | 30,279 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 24,343 | 207,904 | SH | SOLE | 207,904 | 0 | 0 | ||
| AEGON N V NY REGISTRY SH | SH | 007924103 | 22,292 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,328 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 6,028 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 18 | 400 | SH | SOLE | 400 | 0 | 0 | ||
| BAKER HUGHES A GE CO | CL A | 05722G100 | 3,164 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 147,421 | 3,190,311 | SH | SOLE | 3,190,311 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 4,934 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| CALGON CARBON CORP | COM | 129603106 | 3,603 | 169,140 | SH | SOLE | 169,140 | 0 | 0 | ||
| CELANESE CORP DEL | COM SER A | 150870103 | 1,842 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
| CHINA UNICOM (HONG KONG) LTD | SPONSORED ADR | 16945R104 | 8,867 | 656,080 | SH | SOLE | 656,080 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 2,595 | 64,800 | SH | SOLE | 64,800 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 2,163 | 57,301 | SH | SOLE | 57,301 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 3,509 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 1,594 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 2,078 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM | 369604103 | 4,014 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| INFOSYS LTD | SPONSORED ADR | 456788108 | 2,819 | 171,831 | SH | SOLE | 171,831 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 2,708 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 734 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||
| MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 1,809 | 34,600 | SH | SOLE | 34,600 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 11,853 | 101,501 | SH | SOLE | 101,501 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 896 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SEA LTD | ADR ADDED | 81141R100 | 11,816 | 886,419 | SH | SOLE | 886,419 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,826 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 22,261 | 243,374 | SH | SOLE | 243,374 | 0 | 0 | ||
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | 956 | 165,267 | SH | SOLE | 165,267 | 0 | 0 | ||
| YEXT INC | COM | 98585N106 | 1,504 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 8,126 | 382,769 | SH | SOLE | 382,769 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 2,473 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 9,203 | 160,806 | SH | SOLE | 160,806 | 0 | 0 | ||